SEC 13F Intelligence

Northcape Wealth Management, LLC / IBM

Northcape Wealth Management, LLC’s International Business Machs Position

Does Northcape Wealth Management, LLC own International Business Machs (IBM)? Yes — 18.4K shares worth $4M (+1.22% of its 13F portfolio) as of Q1 2026, up from 18.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
18.4K
% of Portfolio
+1.22%
Quarters Held
18
currently held

Position History IBM

Reported value by quarter
Q4 ’21: $895,000Q4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $843,970Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $5MQ4 ’24: $4MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.4K$4M+1.22%
Q4 202518.4K$5M+1.54%
Q3 202518.5K$5M+1.52%
Q2 202518.4K$5M+1.66%
Q1 202518.6K$5M+1.49%
Q4 202420.0K$4M+1.42%
Q3 202421.2K$5M+1.53%
Q2 202421.2K$4M+1.32%
Q1 202421.1K$4M+1.47%
Q4 202314.9K$2M+0.88%
Q3 202315.1K$2M+0.81%
Q2 202314.8K$2M+0.71%
Q1 202314.1K$2M+0.67%
Q4 20226.0K$843,970+0.47%
Q3 202216.1K$2M+0.68%
Q2 202211.7K$2M+0.63%
Q1 202212.6K$2M+0.48%
Q4 20216.7K$895,000+0.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northcape Wealth Management, LLC’s full portfolio or all institutional holders of IBM.